Wealthspire · 6 days ago
Family Office Accountant
Boca Raton, FL
Full-time
Onsite
Entry Level
$75K/yr - $91K/yr
1+ years expWealthspire is a leading wealth management and business management firm serving high-net-worth individuals and families. The Family Office Accountant will maintain comprehensive financial records for clients and support the Family Office Accounting team with various accounting and financial reporting needs.
Financial Services
Responsibilities
Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients
Handles day to day for accounts payables functions including vendor management, invoice entry and creation of wires for approval
Prepare cashflow planning for high net-worth clients including budgeting and forecasting
Prepare timely and accurate financial reports and analyses
Perform ad-hoc financial analyses and execute projects as required
Maintain client household payroll
Liaise and develop strong working relationships with internal service team members
Qualification
Required
Bachelor's degree in accounting or finance from an accredited College or University
CPA eligible and driven to obtain their license
Excellent attention to detail with high accuracy, excellent organizational skills
Ability to take direction from multiple sources with demonstrated follow-through
Effective interpersonal, verbal, and written communication skills
Ability to multi-task and thrive in a fast-paced environment
High level of confidentiality is essential
Commitment to meeting established deadlines and managing time effectively
Self-motivated, confident, detail-oriented, and analytical
Optimism and desire for achievement and growth
Adaptability and openness to change
Preferred
1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred
Financial Industry/Family Office experience a plus
Knowledge of QuickBooks accounting system
Knowledge and expertise in Microsoft office products, in particular Excel and Word
Benefits
Paid time off and holidays
A 401(k) plan with company match
Exclusive discount programs
Robust health and wellness benefits
Company
Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
1001-5000 employees
H1B Sponsorship
Wealthspire has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Michael LaMena
Chief Executive Officer
Brett Schneider
Executive Vice President and Chief Financial Officer at Wealthspire
Recent News
Business Wire
2026-01-06
Company data provided by crunchbase